We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF

511 hedge funds and large institutions have $5.43B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 155 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $52K | Put options by funds: $12K

160% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $5.13B → $5.43B (+$293M)

5% more funds holding

Funds holding: 487511 (+24)

0.75% more ownership

Funds ownership: 69.56%70.31% (+0.75%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

14% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 155

Holders
511
Holders Change
+24
Holders Change %
+4.93%
% of All Funds
6.73%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.3%
New
52
Increased
134
Reduced
155
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Modera Wealth Management
New Jersey
$1.68M -$20.4K -493 -1%
MCM
152
MAI Capital Management
Ohio
$1.67M +$144K +3,485 +9%
AWA
153
Arkadios Wealth Advisors
Georgia
$1.66M -$116K -2,815 -6%
Stifel Financial
154
Stifel Financial
Missouri
$1.65M +$89.4K +2,163 +6%
MFS
155
McNamara Financial Services
Massachusetts
$1.63M -$124K -3,003 -7%
SC
156
Savant Capital
Illinois
$1.6M -$108K -2,613 -6%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$1.6M -$602K -14,566 -27%
VP
158
Verum Partners
North Carolina
$1.59M -$12K -290 -0.7%
NCM
159
Novare Capital Management
North Carolina
$1.59M -$28.3K -684 -2%
MHS
160
M Holdings Securities
Oregon
$1.56M
O3W
161
Omni 360 Wealth
New Jersey
$1.54M +$19.5K +471 +1%
SWM
162
SigFig Wealth Management
California
$1.53M -$25.7K -621 -2%
ACG
163
Allen Capital Group
Nebraska
$1.5M -$30.1K -729 -2%
SWM
164
Shakespeare Wealth Management
Wisconsin
$1.49M -$13.6K -330 -0.9%
WFA
165
West Financial Advisors
Iowa
$1.49M
WA
166
Whipplewood Advisors
Colorado
$1.47M +$1.51M +36,553 New
GIA
167
Gladstone Institutional Advisory
Florida
$1.46M -$13K -315 -0.9%
RK
168
Rather & Kittrell
Tennessee
$1.43M -$80K -1,936 -5%
SFP
169
Sterling Financial Planning
New Jersey
$1.4M -$76.5K -1,852 -5%
Jane Street
170
Jane Street
New York
$1.4M +$677K +16,390 +90%
SFA
171
Sequoia Financial Advisors
Ohio
$1.33M +$58.8K +1,423 +5%
FG
172
Fairman Group
Pennsylvania
$1.3M -$19.4K -470 -1%
BWA
173
Burt Wealth Advisors
Maryland
$1.28M
DPI
174
Diversified Portfolios Inc
Michigan
$1.26M
AA
175
Addison Advisors
Vermont
$1.26M -$2.07K -50 -0.2%

PRF Hedge Fund Activity: Q4 2024 in Review

511 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2024, worth a combined $5.43B — up 5.7% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 20 closed out — a net gain of 32 holders — while 134 added to existing stakes and 155 trimmed.

The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was Invesco, cutting an estimated $9.96M.

  • 511 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2024, up from 487 in Q3 2024.
  • Funds reported $5.43B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2024 and 20 closed out, a net change of +32 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2024 was Bank of America, an estimated $13.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2024 was Invesco, an estimated $9.96M sold.

Based on aggregated 13F filings for Q4 2024.